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Turtle Wealth PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The Turtle Wealth Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Turtle Wealth PMS - Snapshot

Total AUM

Rs.616.89 Cr.

1 Year Return

47.55%

Minimum Investment

Rs.50 Lakh

Experience

12 Years

Active Clients

224

Turtle Wealth Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.83 / 5

Fees

3.70 / 5

Experience

3.66 / 5

Support

3.73 / 5

Facilities

3.85 / 5

Overall Rating

3.75 / 5

Star Rating


Overview of Turtle Wealth Portfolio Management Services

Organization Type

Private

Head Office

Surat, Gujarat

Founder

Rohan Mehta

Founded In (year)

2019

No. of Active Clients

224

Minimum Investment

Rs.50 Lakh

Investment Strategies

3

Turtle Wealth PMS Returns or Performance

1 Year

47.55%

Nifty 50 - 1 Year

17.34%

3 Year

20.47%

Nifty 50 - 3 Year

13.57%

5 Year

18.79%

Nifty 50 - 5 Year

20.77%

Turtle Wealth PMS Charges or Cost

Fixed Fees

2.00% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Turtle Wealth PMS Investment Strategies

Strategy Name Wealth Mantra Growth Mantra Profit Mantra
Start Date 30-Sep-19 18-Oct-20 09-Aug-21
Category Flexicap Flexicap Flexicap
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 14 16 Not Disclosed
1 Yr. Return 40.12% 49.84% 52.69%
3 Yr. Return 17.19% 14.12% 30.09%
5 Yr. Return 18.79% NA NA
Fund Manager Mr. Rohan Mehta Mr. Rohan Mehta Mr. Rohan Mehta

Top Portfolio Managers of Turtle Wealth Portfolio Management Services

#1

Mr. Rohan Mehta

Turtle Wealth Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Turtle Wealth Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1.15% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

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Turtle Wealth PMS - SEBI Details

SEBI Reg. No.

INP000006758

Contact Person

Vibhati Arya

Telephone No.

9925238849

Address

A 906 SNS ATRIA, Near Happy Exelencia, VESU, SURAT, GUJARAT, 395007

Starting Date

May 08, 2019

Turtle Wealth Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Turtle Wealth Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Turtle Wealth PMS Backoffice or Dashboard Link

Web Platform

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